Simpro Reviews

Pros

They are continuously improving and updating simPRO. In comparison to other similar programs I've tried, it's not all pretty bells & whistles, it's bells & whistles with tangible depth and detail.

Cons

The implementation seemed cumbersome initially, but absolutely essential given the range of the software. The training was excellent and the customer service/help-desk is great.

Alternatives Considered

ServiceNow Customer Service Management, Housecall Pro, Intuit Field Service Management and Corrigo

Reasons for Choosing Simpro

I review our needs annually- simPRO was a clear choice for us.

Switched From

FieldAware, mHelpDesk and Field Service Management

Pros

It's very user friendly and just works for our business

Cons

Occasionally we find there is no fix for something we want to change to suit our needs but there is usually a way around it and support are very helpful with suggestions. I am able to submit suggestions to a forum in which they consider putting changes in place if they can.

Pros

The only item of value with this program would be the financial reporting. This is a program that the customer has to work for, it does not work for the customer. My implementation rep was the only person who actually seems to care and did try very hard to make this work for us.

Cons

1. Customer support - if you have an issue, expect 2-3 days if not weeks for a reply, good luck if it is an issue impacting your operations, you will be dead in the water. Speaking with a live person could take days, the chat is always down, and apparently the office is always closed stateside.

2. The field app is limited, does not allow for easy use between devices, information does not get saved or stored and is constantly being lost. You also cannot search for customers on the app. It is very limited for functionality, service and quoting is all that can be accessed. The time clocking also does not allow for after hours service calls to be logged and documented correctly.

3. The "block" scheduling is complicated and does not work well for service jobs that need to move between technicians.

4. Everything is "view" prohibited, if you are not in the correct view you cannot do basic functions.

5. ON BOARDING COST - you pay for basic training of the program, which they have hundreds of online videos that would do the same thing - THEY DO NOT LIFT A FINGER IN BRINING YOUR DATA OVER YOU DO EVERYTHING. When I was initially starting I TRIPPLE CONFIRMED the onboarding fee was to help bring over our old data from Service Fusions, jobs/invoices/cost etc. I was told yes they bring it all over to make us whole - this is not true. You get a template to bring your materials in and customers over BUT you do this all yourself. ALSO, I was told the forms to be able to attached to jobs and fill out were not extras, apparently its a separate app and fee entirely.

SALES - The sales individual I worked with sold me lies, I was incredibly clear on what I needed and was requiring from our next software. I was told multiple things that turned out to not be true, and were confirmed by people in the organization that I was not told true items and in fact I was very clear about what I needed and had been misrepresented by they coworker.

GUARANTEE - This company does not have a 30-90 day money back guarantee for a non-functioning program. I did everything they asked of me and more during implementation, my rep even confirmed I exceeded their expectations of a new role out YET, I cannot get help on getting a refund for a program I was very eager to use, but has turned out to be doing more harm to the business than good.

I have done everything to make this work for us and just wanted a conversation regarding a refund and what my options are since the program really is not working for us. The lack of follow up and support from "upper management" on a so called "important and escalated" issue is disheartening.

Alternatives Considered

Payzerware, Housecall Pro, FieldEdge and Jobber

Reasons for Choosing Simpro

We were wanting a stronger financial reporting program, AIA and progress billing tracking/capabilities, and a stronger more user friendly field app.

Switched From

Service Fusion

Reasons for Switching to Simpro

The SALES representative promised items and assurances regarding the program that we were interested in having, WHICH ended up not being true.

Pros

The workflow in simPRO is quite comprehensive and yet logical. We love the ability to turn a lead into a quote... then track it into a job, and to an invoice and payment. The fact that our staff can login to the software anywhere in the world makes working on the road so easy.

Quoting in simPRO can be easy and straightforward when the software is set up properly.

The simPRO Mobile App is logical and easy for our technicians to add time and materials to in the field. The ability to easily add photos and attachments to the job is a nice feature. Also, tracking asset information and test readings is another great feature.

Invoicing is logical and fairly easy. Taking payments and giving credit memos is also very easy to do.

Inventory management, purchase orders, vendor receipts and vendor invoices are all handled quite well. We struggle keeping up with our vendor receipts, but we like the workflow.

We also like the project management aspect of the software.

Cons

Learning the software was hard for a lot of our employees. Although the software is logical, it's not always straightforward to do certain tasks. Because simPRO is such a global software, certain features do not always translate to Canadian business practice.

We find the inventory management part of the software to be a little overwhelming.... and adding/removing parts on work orders can be hard.

Alternatives Considered

Joblogic, FieldAware, ServiceTitan, ServiceTrade, FieldEdge, Jobber and mHelpDesk

Reasons for Choosing Simpro

We need a cloud based software that was easier for us to schedule. We also needed a software that worked seamlessly with Quickbooks. simPRO works very well with Quickbooks Enterprise after some initial setup work.

Reasons for Switching to Simpro

The simPRO workflow seemed the most logical and ultimately checked off the most "boxes" from a features standpoint.

Pros

When it comes to field service management this is custom software which is hard to beat. simPRO is bringing a new level and caliber of organization and efficiency to our business and we are still implementing all that it offers. Our field techs now have vastly more relevant information at their fingertips than ever before which is empowering them to be more productive, efficient, and professional.

Cons

There are a few confusing aspects of the contacts database and how it relates and connects to jobs, quotes, customers, etc. There are a number of static fields which do not populate from the existing customer database when it seems they should. For instance, if we have an existing contact, we can not simply lookup and connect it to a site contact or invoice contact without some hoops and hurdles.

Alternatives Considered

Tradify and ServiceM8

Reasons for Choosing Simpro

ZohoCRM and Quickbooks were not providing the solutions appropriate to our business. We were in need of field management software which was cloud based and highly mobile. Neither ZohoCRM or Quickbooks could provide the kind of detailed information needed by our field techs to be efficient and provide accurate reporting and job costing.

Switched From

Zoho CRM

Reasons for Switching to Simpro

simPRO had the right balance of features and an intuitive interface that seemed best suited to our needs. Also, the level of support, knowledge, documentation, and professionalism was/is impressive. Because they are specialized in field service, they know the solutions businesses like ours need first hand--and this shows as soon as you begin to interact with their team.

Pros

Rather than a cookie cutter software, we were able to build simPRO specifically for OUR company's needs. It is saving us more time than I ever imagined! It is user friendly from both the administration and technician standpoint. My technicians are actually excited about using simPRO because it is straightforward and efficient.

Cons

It has taken time to get it up and running just the way we want it, but that would be the case with any software.

Alternatives Considered

Service Fusion

Reasons for Choosing Simpro

Our previous field management software was too cumbersome to retrieve information and was limited in its functioning.

Switched From

RazorSync

Reasons for Switching to Simpro

It was important to have a cloud-based system and one that would grow with our company.

Pros

Job costing is an important concern for us and SimPRO does an excellent job of tracking job costs. We are hoping for continual development in the ease of use for tracking labor and time on the job, but overall, SimPRO does a great job of job cost management.

Cons

Seems clunky and non-intuitive at first and training from SimPRO after the initial roll out is not complimentary and quite costly. Also, there are some features that I wish could be improved, such as contract / agreement integration and a more intuitive way to find / locate jobs on the fly using the mobile app. I am looking forward to the rollout of the new SimPRO Mobile app, which may address the later concern.

Alternatives Considered

RazorSync

Reasons for Switching to Simpro

Several reasons... SimPROs offices are local for us. Also, we liked the job costing capability that it has. Good people that are responsive to calls and offer help to simple issues over the phone.

Pros

Once set up, data on a range of plant and equipment can be recorded and monitored in real time. Quoting is quick with catalogs and pre-builds available. The open API is excellent with a range of add on options available to customize the build.

Cons

The asset importing function is difficult to use as it is asset based and not site based, meaning you have to use multiple templates when creating a site asset list. The time management of real time to scheduled is very clunky and hard to report on for accurate information.

Pros

With my employees being in the field and primarily using the mobile, it's nice to have a "mobile only" license for them.
Other companies require everyone to have a full license which, in my opinion, is a waste since they won't use 10% of what that entails

Cons

Mandatory on-site setup and no ability to have a trial instance

Alternatives Considered

Claritysoft CRM, Zoho One, Kaseya VSA, ConnectWise PSA, QuickBooks Online and Accelo

Reasons for Choosing Simpro

WorkflowMax and Xero bumped up their rates which brought the pricepoint into this tier

Switched From

WorkflowMax

Reasons for Switching to Simpro

SimPRO has offline capabilities with the app which is good since I am in the mountains and can't always get enough signal to clock in/out or get job information.

Pros

Easy to use and integrate other tools like Tango, Calendar etc. Tutorials are self explanatory and quick set up. Safe longin enabled via Okta.
Free trial period is good to evaluate the tool.

Cons

Customization is not very well established. Also it needs some automation.

Pros

I am able to customize and report on about pretty much everything I could possibly desire. We are all very happy with the way this system handles assets, we will be able to move our entire previous work history into these notes as it pertains to site location. We don't really care who owns the property. Our service life is about 10 years, it is very normal that owners change. This system organizes information perfectly to suite our needs.

Cons

We had a very unique QuickBooks system that had many quirks. I am a troubleshooter by heart and couldn't rest until we discovered a way to take the info kept in QuickBooks and bring it to simPRO. Ultimately, this was discovered to be double duty and not worth the effort. In the defense of simPRO - they did advise me that this was the case. I was very stubborn. Looking back on that experience it definitely went as well as it possibly could considering how much I was 'addicted' to that information. It did turn out that the route of not importing that work history, due to its complexity, was the right decision.

Pros

One of the things I liked most about Simpro was its comprehensive suite of features for managing field service operations. The software provided robust tools for job scheduling, dispatching, and tracking. The intuitive interface made it easy to assign tasks to field technicians and monitor their progress in real-time. Additionally, the integrated inventory management module helped streamline the ordering and tracking of parts and materials. The ability to generate detailed reports and analyze key metrics provided valuable insights into the performance of my field service business.

Cons

While Simpro had many strengths, one aspect I liked least was the initial setup and implementation process. It required some time and effort to configure the software according to my specific business requirements. The customization options, while extensive, could be overwhelming for new users. Additionally, the pricing structure could be more flexible, as some features were only available in higher-priced plans. Despite these minor drawbacks, once the system was set up, it proved to be a valuable asset for my field service business.

Pros

The system is very user friendly. I am able to log in all my prospects and keep an accurate record of all contacts, calls made emails sent and received. Attachments for all documents at your fingertips. Since many of my prospects have multiple sites, I can list each site with on-premises contacts for our scheduling and operations department. Nothing falls through the cracks. The training and assistance from the SimPro Staff is magnificent. SimPro professionals are outstanding. They conducted the training and made certain our team was comfortable with SimPro before leaving. For those of us who have basic technological skills, the help I received from SimPro is amazing. This is the type of staff who connects with me just to, "say hello and how are things going?" This is not too common in today's business environment. Clients are thrilled that during a meeting I can pull up Simpro and provide answers to all their questions. I recommend SimPro to anyone who is looking for a user friendly CRM that works.

Cons

I had to keep remembering to hit the save button following data input. Also, I had a bad habit of hitting the back key instead of cancel. Once I got over these it was smooth sailing.

Pros

Once set up quoting is easier. Scheduling helps with knowing where all staff are. However it is a full time job for one person just to keep everything right in simpro.

Cons

Not all information goes to the right place. You think receipts of goods purchased are going to jobs but are not all the time. It does not automatically update the cost price on the job so if you do not activate updates the actual cost is not recouped in invoicing

Pros

Unlike a lot of other job management software we looked at, simPRO offers in-person training and live US support. The software itself is robust and offers plenty of functionality for our painting business, but it really comes down to the training and continued support. We looked at some cheaper options, and although training was an additional expense, it was worth every penny. Without the training, we would have been lost and unable to use the software. The trainers are great and keep training light and are knowledgeable business consultants. Highly recommend!!!

Cons

The user interface and dashboard are a bit dated, but I know the development team is working on updating in the future. Other than that, no complaints! SimPRO runs our whole painting business operations and workflows.

Pros

Simpro has excellent features to streamline processes like auto triggered notifications. These are helping our company take the step forward to compete with big players in helping us look professional.

Cons

The set up can be tricky. I have made numerous phone calls to your support line for them try investigate why something doesn't work as thought. There is lots of great people in the support team and they generally go out of their way to help resolve the issue.

Pros

Our company was growing and we began looking for software to track and manage our field technicians. We tried out many different softwares on the market. As soon as we tried SimPro we knew it was the software for us. We've been using this software since 2015 and it has streamlined our scheduling, dispatch, and invoicing. Additionally, it allows live tracking of technicians.

After technician completes the job, there is no paperwork to deal with and all the information is synced to our office immediately.

Cons

While SimPro has a great staff and video tutorials that will help train you, it is a robust software and has many features that will take some time to learn.

Pros

The coherent integration of capabilities ' functionality across the full E2E process, from: initial customer contact; through estimating; execution (delivery); invoicing; seamless integration with Xero.

Optimises workflow ' scheduling; reduces cost; reduces risk (audit trail; H'S); removes paper; removes duplication; increases transparency across the business; improves return on all assets ' resources (inventory; vehicles; skilled technicians).

Love that it enables a large 'estate' of technical (installed) assets / equipment (v high value) to be managed, and scheduled for an ongoing programme of maintenance - is a huge value add for a technical service contractor to be able to offer this to an 'end-customer', who often has no means of effectively managing own asset register / 'estate'.

Powerful MI to model, refine ' improve profitability job by job; by line of business.

Pros

I dont like it at all, Simpro was sold off to an offshore investor. Since then no customer support are available and their product is often offline and the mobile apps don't upload Techn notes

Cons

No customer support, software often down and slow and mobile app not working properly

Pros

Simpro completely changed our business.
Everything is now totally trackable and transparent
Our errors have reduced dramatically

Cons

It’s all good, that is, there is nothing that we can find fault with that causes us any issues

Pros

Looks professional and has transformed our daily processes

Cons

Project Gant charts could be more flexible

Pros

Simpro is a powerful platform and integrates very well with other financial software that we use. It allows for all departments in our company to work seamlessly together.

Cons

In the accounting function, certain credits and refunds push over improperly.

Pros

The software has the potential to be very good but ....

Cons

... the forms are utterly inflexible and customer support is absolutely terrible. Communication from my so called account manager is non existent even though i have spoken to him and he knows we are having issues. I really am utterly disappointing in this product and the company. We have invested thousands of pounds and countless hours trying to set up the system, as they promise so much, but in reality they have delivered very little, and certainly for us, an unusable system. Even after we told SimPro we are considering cancelling our monthly contract we still didn't hear from our account manager or anyone else. Is this what they call customer care ?? .... or maybe its customer don't care.

Pros

Service order flow, scheduling, invoicing. Also, the training and support is fantastic. Trainer kept us on track and productive. Came back when we were ready to launch and cleared up alot of things.

Cons

The mobile app needs some help, but I think most do at this point in the world of technology. We expected a little more and hope more is in development

Pros

How much money it saves me. The level of efficiency and production I have because of simPRO is remarkable. The software is used be everyone in my office.

Cons

I was looking for a complete software solution for a while before I found simPRO. The only con is that they didn't come to the US sooner.